|
Institutional
Holders
Total
Institutions:
|
174 5 |
|
Total
shares held :
|
6,845,096 |
|
% of shares
held :
|
39.89% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-216,024 |
|
% of shares
held change :
|
-1.26% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$45.73 |
|
Last
Quarter's Ending
Price :
|
$53.01 |
|
Last
Quarter's Average
Price :
|
$48.81 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.99 (20.47%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
1582 |
- |
2023-12-31 |
1,086,885 |
$57,614,000 |
-175,356 |
|
Conservest Capital Advisors Inc. |
9 |
- |
2024-03-31 |
576,813 |
$32,030,000 |
-4,690 |
|
WEATHERLY ASSET MANAGEMENT LP |
7 |
- |
2024-03-31 |
472,688 |
$26,248,000 |
-11,146 |
|
UBS Group AG |
1004 |
- |
2023-12-31 |
458,899 |
$24,325,000 |
-4,907 |
|
BANK OF AMERICA CORP /DE/ |
2018 |
- |
2023-12-31 |
283,289 |
$15,017,000 |
-16,892 |
|
AMERIPRISE FINANCIAL INC |
1878 |
- |
2023-12-31 |
158,341 |
$8,394,000 |
-46,246 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
635 |
- |
2024-03-31 |
111,397 |
$6,186,000 |
-331 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1062 |
- |
2024-03-31 |
106,432 |
$5,910,000 |
-15,521 |
|
Money Design Co.Ltd. |
50 |
- |
2024-03-31 |
99,681 |
$5,535,000 |
-30,601 |
|
Colorado Capital Management Inc. |
11 |
- |
2024-03-31 |
90,246 |
$5,011,000 |
-3,818 |
|
LPL FINANCIAL CORP |
1798 |
- |
2024-03-31 |
87,305 |
$4,848,000 |
-4,791 |
|
MULTIFINANCIAL SECURITIES CORP |
304 |
- |
2023-12-31 |
84,963 |
$4,504,000 |
-94 |
|
FIDUCIARY TRUST CO |
162 |
- |
2023-12-31 |
80,563 |
$4,270,000 |
-5,584 |
|
NATIONAL BANK OF CANADA /FI/ |
770 |
- |
2023-12-31 |
63,996 |
$3,353,000 |
-158,941 |
|
Kovitz Investment Group Partners LLC |
221 |
- |
2023-12-31 |
44,371 |
$2,352,000 |
-642 |
|
Advisor Group Holdings Inc. |
1618 |
- |
2024-03-31 |
39,547 |
$2,196,000 |
-3,041 |
|
First Affirmative Financial Network |
7 |
- |
2024-03-31 |
38,912 |
$2,161,000 |
-287 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1737 |
- |
2024-03-31 |
29,314 |
$1,628,000 |
-951 |
|
Concord Wealth Partners |
91 |
- |
2024-03-31 |
20,895 |
$1,160,000 |
-7,012 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2511 |
- |
2024-03-31 |
18,689 |
$1,038,000 |
-30,659 |
|
COMERICA BANK |
1535 |
- |
2023-12-31 |
18,987 |
$1,006,000 |
-817 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1272 |
- |
2024-03-31 |
16,286 |
$904,000 |
-519 |
|
ENVESTNET ASSET MANAGEMENT INC |
3016 |
- |
2023-12-31 |
16,142 |
$856,000 |
-1,537 |
|
WADE G W & INC |
252 |
- |
2023-12-31 |
15,239 |
$808,000 |
-700 |
|
Fiduciary Alliance LLC |
97 |
- |
2024-03-31 |
14,611 |
$807,000 |
-17,533 |
|
Stratos Wealth Partners LTD. |
707 |
- |
2024-03-31 |
14,479 |
$804,000 |
-50,766 |
|
Perigon Wealth Management LLC |
494 |
- |
2024-03-31 |
10,531 |
$585,000 |
-773 |
|
Comprehensive Financial Consultants Institutional |
112 |
- |
2024-03-31 |
10,474 |
$582,000 |
-883 |
|
BURNS WEALTH MANAGEMENT, INC. |
333 |
- |
2024-03-31 |
10,189 |
$566,000 |
-980 |
|
J P MORGAN CHASE & CO |
3734 |
- |
2024-03-31 |
8,964 |
$498,000 |
-3,979 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
800 |
- |
2024-03-31 |
8,820 |
$490,000 |
-355 |
|
STIFEL FINANCIAL CORP |
2610 |
- |
2023-12-31 |
8,481 |
$450,000 |
-57 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1316 |
- |
2023-09-30 |
9,003 |
$419,000 |
-13,904 |
|
JANNEY MONTGOMERY SCOTT LLC |
2115 |
- |
2024-03-31 |
7,377 |
$410,000 |
-202 |
|
Key Client Fiduciary Advisors LLC |
116 |
- |
2024-03-31 |
7,242 |
$402,000 |
-1,200 |
|
Cetera Investment Advisers |
1650 |
- |
2023-12-31 |
6,972 |
$370,000 |
-205 |
|
MERIDIAN INVESTMENT COUNSEL INC. |
158 |
- |
2023-12-31 |
6,900 |
$366,000 |
-345 |
|
Carnick & Kubik Group LLC |
170 |
- |
2024-03-31 |
6,556 |
$364,000 |
-1,156 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
522 |
- |
2024-03-31 |
5,591 |
$310,000 |
-500 |
|
Private Advisor Group LLC |
1851 |
- |
2024-03-31 |
5,205 |
$289,000 |
-210 |
|
GOULD ASSET MANAGEMENT LLC /CA/ |
129 |
- |
2024-03-31 |
5,095 |
$283,000 |
-155 |
|
FMR LLC |
2693 |
- |
2023-12-31 |
5,338 |
$283,000 |
-1 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1673 |
- |
2023-12-31 |
5,037 |
$267,000 |
-814 |
|
H D Vest Advisory Services |
1361 |
- |
2024-03-31 |
4,780 |
$265,000 |
-135 |
|
CITADEL ADVISORS LLC |
4192 |
- |
2023-12-31 |
4,948 |
$262,000 |
-6,975 |
|
EP WEALTH ADVISORS, INC. |
663 |
- |
2023-12-31 |
4,875 |
$258,000 |
-450 |
|
Streettalk Advisors LLC |
387 |
- |
2024-03-31 |
4,290 |
$238,000 |
-60 |
|
SCOTIA CAPITAL INC. |
708 |
- |
2023-12-31 |
4,441 |
$235,000 |
-50 |
|
RFG Advisory Group LLC |
673 |
- |
2024-03-31 |
3,950 |
$219,000 |
-300 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1235 |
- |
2023-12-31 |
3,939 |
$209,000 |
-2,658 |
|
BLAIR WILLIAM & CO/IL |
1454 |
- |
2024-03-31 |
2,626 |
$146,000 |
-7 |
|
CITIGROUP INC |
3343 |
- |
2024-03-31 |
2,007 |
$111,000 |
-1,057 |
|
Farther Finance Advisors LLC |
776 |
- |
2023-12-31 |
2,046 |
$108,000 |
-72 |
|
Millburn Ridgefield Corp |
60 |
- |
2024-03-31 |
1,718 |
$95,000 |
-25 |
|
RESOURCES MANAGEMENT CORP /CT/ /ADV |
283 |
- |
2023-12-31 |
1,000 |
$53,000 |
-750 |
|
Fortis Group Advisors LLC |
283 |
- |
2024-03-31 |
244 |
$14,000 |
-244 |
|
McClarren Financial Advisors Inc. |
176 |
- |
2024-03-31 |
56 |
$14,000 |
-189 |
|
AlphaCore Capital LLC |
336 |
- |
2023-12-31 |
100 |
$5,000 |
-576 |
|
|
58 Records found
|
1
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